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Michael PaulusFinancial Advisor
Phone: (267) 702-2029 Michael Paulus is a Financial Advisor with North Star Resource Group's Medical Division. He has a specialty practice working exclusively with physicians and their families to help them overcome the financial challenges that are unique to their chosen careers. Michael concentrates on comprehensive financial services with areas of specialty including, but not limited to: · Asset Protection Strategies1 · Physician Specific Disability Insurance · Debt Management Strategies (student loans, personal loans, credit cards) · Life Insurance Strategies · Wealth Management · Retirement Programs (Solo 401k, SEP, 410k 403b, Roth IRA) · Tax Deferred Strategies1 · College Savings Programs · Exit Strategies Michael co-hosts educational seminars to numerous universities and teaching hospitals throughout the Philadelphia area on these topics and more with his business partners and renowned speakers, Shaun McDuffee, CLU, ChFC, AEP, CEPA and Craig Molldrem, CLU, ChFC. Michael is a graduate of the University of Minnesota with a degree in Finance. He enjoys spending his spare time with family and friends, working out, and traveling. He is FINRA Series 7 and Series 66 registered; Life and Health Licensed, and Variable Life and Annuity Licensed. 1Michael does not provide specific tax or legal advice. Please consult with a tax and/or legal professional for specific advice.
North Star Resource Group North Star Consultants, Inc. CRI Securities, LLC Securian Financial Services, Inc. Michael is a registered representative and investment advisor representative of Securian Financial Services, Inc. and CRI Securities, LLC. North Star Resource Group offers securities and investment advisory services through CRI Securities, LLC and Securian Financial Services, Inc. Members FINRA/SIPC. CRI Securities, LLC is affiliated with Securian Financial Services, Inc. and North Star Resource Group. North Star Resource Group is not affiliated with Securian Financial Services, Inc. North Star Resource Group is independently owned and operated. 437616/DOFU: 01-2012 |
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North Star Resource Group and its affiliate(s) CRI Securities, LLC are independently owned and operated, and offers its own suite of products and services entirely independent of Securian. Certain individuals associated with North Star Resource Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian") and CRI Securities, LLC, registered broker-dealers and investment advisors, member FINRA/SIPC. Individuals registered with Securian and CRI Securities, LLC are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian and CRI Securities, LLC. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with North Star Resource Group are registered with Securian and CRI Securities, LLC, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian and CRI Securities, LLC’s behalf, please contact Securian at 1-800-820-4205.
North Star Resource Group, 2701 University Ave. S.E., Minneapolis, MN, 55414 612-617-6000 |
